How to find out what information is missing for clients

An inline banner will appear on the page that will alert you to the number of clients missing required information, as shown below.

In the table of clients, an alert icon will note any clients that are missing required information.

Click the alert icon will display what information is missing.

Select Add from the alert icon to link to the client’s info page where you can add or edit the missing information.

When selecting either Create Claims or Create & Submit Claims, you will see a modal, as shown below, that tells you how many clients will have claims created and how many clients need more information saved to their accounts: